GREGORY CHEATHAM
Westfield,Indiana
Summary
Finance professional experienced in money handling and data analysis. Brings skills in financial management, knowledge of industry regulations and background improving processes. Looking to put knowledge and abilities to good use in challenging financial role.
Experienced professional focused on meeting or exceeding objectives seeking Investment Specialist position. Offers advanced training and knowledge of industry best practices. Recognized for leadership, planning abilities and clear, direct communication style.
Overview
25
25
years of professional experience
Work History
Mortgage Loan Processor
Freedom Mortgage Corporation
Westfield, IN
08.2019 - 05.2022
- Review of FHA, VA & full doc purchases and refinances
- Collaborated with Loan Officers to provide timely, accurate service for clients throughout entire mortgage process.
- Worked with customers in person and via telephone to answer questions, process transactions and resolve issues.
- Prepared file for final clear-to-close by branch management.
Accounting Technician
DFAS
Indianapolis, Indiana
08.2018 - 07.2020
- Applied proper codes to invoices, files and receipts to keep records organized and easily searchable.
- Input payment and collection transactions into the GAFS DTS system for automated processing Ensure and maintain the integrity of all financial and accounting information submitted for review Review, analyze and verify payment amounts on all checks, money orders and other negotiable items received through the mail
- Screened company accounts receivable, accounts payable, payroll processing and general ledger transactions.
Licensed Mortgage Loan Officer
Carrington Mortgage Services LLC
Indianapolis, Indiana
06.2016 - 05.2018
- Reviewed and edited loan agreements to promote efficiency and accuracy
- Complied with regulatory requirements, including Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.
Bank Service Rep
Charles Schwab
Indianapolis, Indiana
06.2015 - 03.2016
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services
- Observed all procedures regarding financial and customer information to prevent possible breaches and data misuse
- Checked amount details and fraud markers for transaction papers such as checks and money orders.
Mortgage Loan Processor
AmeriSave Mortgage Corporation
Atlanta, GA
07.2010 - 06.2013
- Interviewed clients regarding loan needs and financial histories and conveyed information regarding application processes
- Evaluated approvals against established bank and government lending standards
- Coordinated closing process with attorneys, title companies and government clerks.
Mortgage Loan Officer
HSBC Mortgage Services
Carmel, IN
11.2003 - 04.2004
- Compiled database of loan applicants' credit histories, corporate financial statements and other financial information
- Recommended loan approvals and denials based on customer loan application reviews.
Financial Advisor Assistant
City Seurities
Indianapolis, Indiana
10.2001 - 06.2003
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
- Worked with clients to support understanding of rationale and details of financial strategies.
- Assisted clients with preparing financial plans, conducting investment research and completing trades and transactions to assess and meet financial goals.
- Performed due diligence and valuation processes.
Registered Representative
Charles Schwab & Co
Indianapolis, Indiana
05.2000 - 05.2001
- Provided high level of service and assistance to clients to obtain new opportunities and repeat business.
- Kept abreast of all changes in stock market and investments to better manage client finances.
- Shared details regarding financial products and services with clients.
- Interviewed clients to better understand financial positions and assets ready for investment.
Education
Associate of Arts - Architectural Environmental Design
Ball State University
1990
Skills
- Accounting and bookkeeping Accounts payable and receivable Analytical reasoning
- Lending Software Systems
- Desktop Underwriter
- Loan Application Preparation
- Loan Paperwork
- Loan Information Recording
- Calyx Point
- Financial Underwriting
- Financial Data Collection
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
swipe to browse
Quote
Every problem is a gift—without problems we would not grow.
Tony Robbins
Timeline
Mortgage Loan Processor
Freedom Mortgage Corporation
08.2019 - 05.2022
Accounting Technician
DFAS
08.2018 - 07.2020
Licensed Mortgage Loan Officer
Carrington Mortgage Services LLC
06.2016 - 05.2018
Bank Service Rep
Charles Schwab
06.2015 - 03.2016
Mortgage Loan Processor
AmeriSave Mortgage Corporation
07.2010 - 06.2013
Mortgage Loan Officer
HSBC Mortgage Services
11.2003 - 04.2004
Financial Advisor Assistant
City Seurities
10.2001 - 06.2003
Registered Representative
Charles Schwab & Co
05.2000 - 05.2001
Associate of Arts - Architectural Environmental Design
Ball State University
Similar Profiles
Kevin G. McGuireKevin G. McGuire
NA at Freedom Mortgage CorporationNA at Freedom Mortgage Corporation
Patricia BortnickPatricia Bortnick
Senior Customer Advocate at Freedom Mortgage CorporationSenior Customer Advocate at Freedom Mortgage Corporation
ROBYN PROFFERROBYN PROFFER
Foreclosure Specialist at Freedom Mortgage CorporationForeclosure Specialist at Freedom Mortgage Corporation